See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,865 | $171,865+11.6% | $149,718+28.2% | $147,584+30.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.42% | 2113.22%-2101.8pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $7,857 | $6,275+25.2% | $5,445+44.3% | $4,876+61.1% |
| Participant deferral / active EE | $1,543 | $7,271-78.8% | $6,569-76.5% | $5,439-71.6% |
| Admin fee / account holder | $123 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |